ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 133 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,129 | -0.9% | 15,539 | +3.5% | 0.01% | -8.3% |
| Q2 2023 | $341,327 | -5.3% | 15,010 | -4.2% | 0.01% | -14.3% |
| Q1 2023 | $360,565 | +8.3% | 15,667 | +2.6% | 0.01% | -26.3% |
| Q3 2022 | $333,000 | -5.4% | 15,268 | +0.5% | 0.02% | -5.0% |
| Q2 2022 | $352,000 | -94.2% | 15,199 | -93.7% | 0.02% | -93.3% |
| Q1 2022 | $6,050,000 | -5.6% | 240,739 | +2.5% | 0.30% | -2.3% |
| Q4 2021 | $6,408,000 | -0.2% | 234,805 | +0.6% | 0.31% | -14.2% |
| Q3 2021 | $6,419,000 | +2.5% | 233,424 | +3.3% | 0.36% | -6.0% |
| Q2 2021 | $6,265,000 | +28.4% | 226,022 | +24.8% | 0.38% | +12.1% |
| Q1 2021 | $4,879,000 | – | 181,063 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 328,270 | $7,143,155 | 5.15% |
| One Wealth Advisors, LLC | 254,639 | $5,540,945 | 1.23% |
| Summit Wealth Group, LLC | 58,842 | $1,280 | 1.14% |
| Horst & Graben Wealth Management LLC | 118,679 | $2,582,463 | 0.64% |
| Topel & Distasi Wealth Management, LLC | 55,067 | $1,198,258 | 0.63% |
| Long Run Wealth Advisors, LLC | 84,945 | $1,848,403 | 0.60% |
| Klaas Financial Asset Advisors, LLC | 104,897 | $2,282,559 | 0.52% |
| Fingerlakes Wealth Management, Inc. | 18,342 | $399,128 | 0.49% |
| Sharkey, Howes & Javer | 103,133 | $2,244,174 | 0.43% |
| TCWP LLC | 22,988 | $500,225 | 0.38% |